UK Adviser

Heather Hopkins, Nextwealth

Companies | 10 Oct 23

Tough economic conditions taking toll on advice profession – NextWealth

Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’

Golden financial chart stacks of gold coins on dark navy floor with a grid pattern

Investment | 10 Oct 23

Cash funds and passives dominate Hargreaves Lansdown charts

Five L&G passive funds in top 10

Retirement | 9 Oct 23

Explaining the change in clients’ pension statement values

For any statement issued after 1 October 2023

Alternatives | 19 Jun 23

J Safra Sarasin SAM remains underweight in equities

But it is overweight in bonds, cash and alternative assets

Companies | 13 Jun 23

Portfolio diversification ‘completely failed’ in 2022

Head of multi asset at Liontrust does not believe it is the end for 60/40 investing